Weekly News Updates-January 31 -February 6

Tata, Pegatron in partnership talks for iPhone assembly; MoUs signed at Digital India FutureLABS Summit; Government of India announces Bharat 5G Portal; Semiconductor Laboratory revamp; Wistron Corp to set up laptop making unit; Government allocates Rs. 15,500 cr for electronics manufacturing and others; Apple leads the Indian smartphone market by revenue; Reduced import duties to boost exports

Tata, Pegatron in partnership talks for iPhone assembly
塔塔集團正與和碩討論iPhone組裝合作

According to reports, Tata Group is in advanced discussions with Taiwan’s Pegatron, opening a new chapter in the partnership to manage the iPhone assembly factory that the Indian company is developing in Tamil Nadu.

The iPhone assembly plant that Tata is constructing in Hosur city would be its second in the country. The action is taken in tandem with Apple’s  new tab and the fast expansion of its contract manufacturers’ operations in India.

Tata is in talks to establish its first joint venture, with Pegatron, for the Hosur manufacturing plant, which would speed up the company’s plans to begin production. According to the sources, the plant would receive technical and engineering help from the Taiwanese company.

https://www.reuters.com/technology/tata-pegatron-partnership-talks-iphone-assembly-indias-tamil-nadu-sources-2024-02-01/

小編點評:據報導,塔塔集團正在與和碩(Pegatron)進行深入商談,共同管理正在印度泰米爾納德邦建設的 iPhone 組裝工廠。這種合作意味著塔塔集團在擴大製造能力方面取得了重要進展,並與蘋果在印度的不斷擴張相一致。同時,許多印度公司也渴望與台灣的OEM合作,推動在印度的製造業。

MoUs signed at Digital India FutureLABS Summit
超過20MoUDigital India FutureLABS高峰會完成簽署

At the IIIT, Union Minister of State for Electronics and IT Rajeev Chandrasekhar launched the “Digital India FutureLABS” initiative. The event, which focused on improving Electronics System Design through cooperative efforts, represented a turning point in India’s technological progress.

During the summit, the Centre for Development of Advanced Computing (C-DAC) and industry partners, including as NXP Semiconductors, Tenstorrent, and Qualcomm India, signed over 20 MoUs. These collaborations cover domains such as Indian Telecom Stack, Design & Innovation in Compute Space, and High-Performance Computing.

Under the direction of C-DAC, the Digital India FutureLABS project aims to capitalise on the trillion-dollar market in electronics system design and manufacturing (ESDM). The project utilizes cutting-edge technologies including artificial intelligence (AI), big data, and quantum computing and is strategically positioned in important development areas like communication, automotive and mobility, strategic electronics, and industrial  IoT.

https://www.cdac.in/index.aspx?id=pk_itn_spot1353

Government of India announces Bharat 5G Portal, focused on 6G research and development
印度政府推出了 Bharat 5G Portal,推動6G研發

The Department of Technology (DoT) has launched a request for 6G R&D proposals on the integrated portal. The proposal calls for faster research on the creation of the 6G ecosystem.

Additionally, the Secretary unveiled the Future Tech-Experts registration portal in association with PANIIT USA, which is a critical step in supporting and directing the Indian telecom industry. The Bharat 5G Portal will prominently display this project.

Secretary additionally inaugurated a special meeting session titled “Bridging Dreams and Funding: Linking Venture Capital/investors to the Future of Startups”. In order to secure finance, 26 startups and MSMEs showcased their cutting-edge telecom products in an exclusive presentation at the event. At the meeting, around ten investors and venture capitalists took part. Participants from worldwide delegates and startups/MSMEs held a discussion about ways to help the growth and scalability of their products with the help of venture funding.

https://pib.gov.in/PressReleaseIframePage.aspx?PRID=2000654#:~:text=The%20Bharat%205G%20Portal%20acts,MSMEs%2C%20and%20subject%20matter%20experts

小編點評:印度政府推出了 Bharat 5G Portal,該平台不僅專注 5G,還啟動了 6G 技術的研發。通過與 PANIIT USA 等組織的合作,以及將投資者與新創企業鏈結的努力,該平台旨在促進創新,加速印度電信行業的增長。來自台灣的感興趣的公司可以關注該平台,以了解並參與印度的發展。

Semiconductor Laboratory revamp: Tata, Texas, Tower among nine bidders
半導體實驗室大翻新:塔塔、德州儀器、TSMC 等九家公司競標

Nine companies have reportedly put forward bids to the government to renovate the Semiconductor Laboratory (SCL) in Mohali, including Texas Instruments, Tata Group, and Tower Semiconductor.

About $1 billion has been set aside by the government to update the 48-year-old facility.

The only semiconductor production plant in India is owned by the government and operates under SCL. It produces chips for defence and strategic applications, including space missions like Chandrayaan.

https://swarajyamag.com/news-brief/mohali-semiconductor-lab-overhaul-tata-tower-and-texas-among-nine-bidders-for-1-billion-modernisation-plan

小編點評:此新聞為印度半導體推動的最新動態。

Wistron Corp to set up laptop making unit for $181 million
緯創集團投入近1.81億美元設立筆電廠

The local government of Karnataka said that Taiwan’s Wistron Corp. has signed a non-binding agreement to invest 15 billion rupees ($180.7 million) in the establishment of a laptop manufacturing unit.

According to a government statement, the proposed plant is anticipated to generate about 3,000 jobs in addition to producing parts for electric vehicles.

Wistron intends to begin producing laptops at the facility in January 2026 and to export over half of the devices produced there. The agreement was reached months after Wistron approved the estimated $125 million sale of its Apple iPhone manufacturing unit to Tata Group, a salt-to-software conglomerate.

https://www.reuters.com/world/india/taiwans-wistron-corp-set-up-unit-indias-karnataka-181-million-2024-01-31/

小編點評:總部位於台灣的緯創集團已與印度卡納塔克邦政府簽署了一份非約束性協議,將在一家筆記型電腦製造單元投資1.807億美元,預計創造3,000個就業機會,並生產電動車零部件。本投資符合緯創集團的戰略,旨在在出售蘋果iPhone製造部門給塔塔集團後,多元化其製造業務。

Government allocates Rs. 15,500 cr for electronics manufacturing, semicon, research
印度政府為電子製造、半導體和研究項目撥預算1550億盧比

For the upcoming fiscal year, the government has allocated ₹15,500 crore for a number of initiatives. his includes a focus on semiconductors and the Production-Linked Incentive (PLI) scheme for mobile and IT hardware.

Approximately ₹4,203 crore has been set aside as incentives for plants that perform testing, assembly, and packaging. Projects from companies including Micron, the Foxconn-HCL joint venture, and the Tata Group are anticipated to benefit from this.

The setup of compound semiconductor and sensor plants is covered by the allocation. Amounts specifically set aside are ₹1,500 crores for electronic chip plants or semiconductor fabrication, ₹900 crores for the semiconductor laboratory located in Mohali, and Rs 200 crore for the design-linked incentive scheme.

https://www.cnbctv18.com/technology/budget-2024-electronics-manufacturing-semiconductor-research-allocation-18954621.htm

小編點評:印度政府已在即將到來的財政年度為各種電子製造、半導體和研究項目撥款1550億盧比。值得注意的分配包括對測試、組裝和封裝工廠的激勵,以及半導體製造和與設計相關的獎勵的資金支持。

Apple leads the Indian smartphone market by revenue in 2023
蘋果2023年營收領先印度智慧手機市場。

According to a survey released by market researcher Counterpoint India, the iPhone manufacturer Apple identified 2023 as the first year in which it topped the smartphone market revenue chart in India. Although Apple’s revenue from iPhone sales in India fell short of $10 billion, it was still sufficient to challenge Samsung’s long-standing dominance over other smartphone brands, according to two industry officials who consult with several smartphone brands.

Apple’s record revenue from smartphones comes during a year in which customer disinterest in smartphones has not diminished. According to a report by Counterpoint, India’s smartphone shipments stayed stable at 152 million units until 2023.

In contrast, Apple shipped over 10 million iPhones for the first time, increasing at a rate of more than 50% YoY.

https://www.livemint.com/technology/apple-tops-india-smartphone-revenue-in-2023-nears-10-bn-mark-11706708396436.html

Reduced import duties to ease cost pressure and boost exports
降低進口稅將減輕成本壓力並促進出口

The government’s proposal to scrap duties on mobile phone input parts will alleviate the cost pressure being faced by ecosystem suppliers, and offer a fillip to the country’s rising mobile phone exports, and increase the convenience of doing business in India, industry executives and market trackers said.

In response to industry calls for increased cost competitiveness, the government on Tuesday reduced import taxes to 10% on a number of parts that are essential for the manufacturing of mobile phones, including mechanics and display assembly.

https://retail.economictimes.indiatimes.com/news/consumer-durables-and-information-technology/mobiles/import-duty-cut-to-lower-cost-pressure-push-exports-industry/107286846?utm_source=Mailer&utm_medium=newsletter&utm_campaign=etretail_news_2024-02-01&dt=2024-02-01&em=cHJlbWppdGhrQGdtYWlsLmNvbQ==

Editor’s Note: The government’s decision to eliminate import duties on essential mobile phone parts is expected to reduce cost pressures for ecosystem suppliers and boost mobile phone exports from India. This move is seen as a significant step towards enhancing the competitiveness of the industry and improving the ease of doing business in the country, according to industry experts and market analysts.

小編點評:政府決定取消對基本手機零部件的進口稅,預計將減輕生態鏈供應商的成本壓力並促進印度的手機出口。這被視為提升行業競爭力並改善印度商業環境便利性的重大一步,得到了產業專家和市場分析師的認同。